Employers & HR Benefits (<250 Employees)
The executive wellness benefit that protects what your team builds.
Provide company leaders and staff with estate peace of mind. Helps organize 401(k) rollovers, group life policies, and family beneficiaries.
Total Financial Wellness
Go beyond simple 401(k) enrollment to help employees connect their broader estate picture.
Key Person Preparedness
Ensure company equity and advisory roles have documented successors and continuity.
Zero Employer Liability
Employer sponsors the license, but has zero access or visibility into employee estate data (DF-11).